Founders Financial Securities’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-24,470
| Closed | -$834K | – | 332 |
|
2023
Q1 | $834K | Sell |
24,470
-16,820
| -41% | -$573K | 0.12% | 152 |
|
2022
Q4 | $1.41M | Buy |
41,290
+1,755
| +4% | +$59.8K | 0.22% | 94 |
|
2022
Q3 | $1.22M | Buy |
39,535
+18,305
| +86% | +$563K | 0.22% | 98 |
|
2022
Q2 | $704K | Buy |
+21,230
| New | +$704K | 0.14% | 132 |
|
2021
Q3 | – | Sell |
-7,050
| Closed | -$227K | – | 292 |
|
2021
Q2 | $227K | Buy |
7,050
+300
| +4% | +$9.66K | 0.05% | 273 |
|
2021
Q1 | $213K | Buy |
+6,750
| New | +$213K | 0.05% | 243 |
|